Attachment Upload for Mobile App

My sales reps REALLY REALLY NEED this feature. They are on the road all day working from their iPads and iPhones, not the luxury of our office desktops. Having to log in to their PC's remotely takes them a lot of time and frustrates them. It's important for Hubspot to remember that a great number of reps are always on the road or traveling, not in a cushy office with access to a desktop.

HubSpot updates
55 Replies
InnTechDustin
New Member

I have done some looking around and reading and am still unsure if i am able to upload photos or attachments under a Deal or Contact using the HubSpot mobile app. Is this something that can be done?

HubSpot Employee
HubSpot Employee

Hi @InnTechDustin,

 

It is not possible to upload attachments in the HubSpot mobile app. At this time it is only possible to upload attachments to record within the CRM on desktop.

 

However, I encourage you to post this as a feature request on the Ideas board of this forum.

 

Rami 

CindyLopez
New Contributor

Agreed - the sales guys are out on job sites and need to be able to upload pics and view attachments on the go and not have to wait until they are back in the office or at home to add it via desktop computer. 

danyelb
Regular Contributor

Hello,

I have been told this is in the works, but, no firm ETA at the moment. I believe you also need the ability to add Cc and Bcc to emails generated from the mobile apps.

This is just but one of the many “life on the road” shortcomings in the mobile apps at the moment. Sadly this is somewhat comment in a lot of CRM’s because their own salespeople are never out on the road. But the real-life of a typical salesperson is almost never being in the office and not wanting to have to do this stuff at home in the evening because you can’t do it while you are out and about...

Luchtkasteel
New Contributor

This feature would be nice. So Sales reps can make a picture of hte notes during a meeting and attach them instead of typing everything.

Maryb53
New Contributor

We really need this finctionality please  -would make life so much easier when you are endlessly out on the road. Would make my evenings so much more enjoyable!

RathSecurity
New Member

This would be an unbelievably helpful tool for the app. Our guys are out and about all day and need to be able to see previous records and communications that we've uploaded. Please add this function, Hubspot ! Thanks !

OCM-Mike
Visitor

+1 on this request.   The ability for a Sales Rep to upload an attachment (photo at minimum) is key.  Adoption for us will skyrocket and would help us justify going to the Hubspot paid product!!!

kgarcia
New Contributor

coming from a remote employee type of company I have to agree! WE NEED THE ATTACHEMENTS ON THE MOBILE APP NOW!!!!!!!!!!!!!!!

thank you

nickfl2
New Contributor

Just had back to back calls with 3 of our brokers complaining that they cannot e-mail messages to clients attaching pictures or brochures.

Shawn-L
New Contributor

Ability to upload / “copy to” HubSpot mobile app - any photo or document.

 

And when sending a tracked email / email template from mobile to be able to attach those photos/documents. *I’m aware we can create emails / email templates to use from the mobile app and attach a link, but as a field rep captures images in the sales process, or receives a document (like an insurance claim), or an owner/manager is to view a doc within a contact/company why can’t we?

 

We don’t have time to land at a desk and upload AND THEN SEND IT. Truth is many of us are golfing or traveling and can conquer deals from a phone. Please don’t force us to sit at desk any longer - not good for posture, and closing deals is a lot faster if we don’t have to wait until we land.

 

It’s an easy addition for any IT at Hub. Let go Smiley Wink

TimWidmer
New Contributor

Yep. Needed.

bckcontractors
New Contributor

We are commercial & residential storm restoration company, it would be great for us to have the ability while at a client site (deal) to be able to take a pic or two using our phone and have them uploaded from the hubspot app.... major big win for us.  Please consider this option.

tzacharias
Occasional Contributor

We sell equipment into commercial buildings and our salesman take a ton of pictures on site visits.  I would be great to upload pictures and a voice memo to a deal using the app.

Hancock
New Contributor

Yes this is a big need for one of our businesses... when our reps are out in the field they take pics for potential projects and need ability to add the pics and notes right from their phones while they are out... the ability to take a pic from the Hubspot mobile app itself would be best so it automatically allows us to upload pics to a thread or add pics to a folder.

Kane_Mehaffey
New Contributor

Yes, this would be a great addition.  My reps and I have iPads out in the field. When we are working with prospects or existing clients it is would be advantageous to send a tracked email with a couple of PDF attachments. Please help soon! 

GlennMillerLupo Occasional Contributor | Platinum Partner | Certified Trainer
Occasional Contributor | Platinum Partner | Certified Trainer

Yup, please HS get this feature in ASAP! It's 2018...not being able to add attachments .... really?

colinrounds
New Contributor

This blew my mind that @hubspot did not have this! This feature needs to be implemented yesterday!!! 

CassyBucher
New Contributor

This is a much needed feature for the app! My employees need the ability to send pictures to clients easily. They are almost never near a desktop computer!  Due to the nature of our company pictures are a HUGE part of our sales process AND quality controll process.. this needs to be added.

CraigLeabig
Visitor

YES!  Let’s get this enhancement on the roadmap.  Need it!